Stephens Consulting’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133K | Sell |
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|
2025
Q2 | $169K | Buy |
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|
2025
Q1 | $151K | Hold |
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|
2024
Q4 | $158K | Hold |
|
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $147K | Sell |
|
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|
2024
Q1 | $153K | Hold |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $124K | Hold |
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|
2023
Q2 | $129K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $111K | Sell |
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|
2022
Q3 | $109K | Buy |
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|
2022
Q2 | $111K | Buy |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $120K | Buy |
|